Just to clarify, if I prepared the 1099 R like what will come in 2027 I would put 7,600 in box 1 and $350 in box 2.
When I go to easy step they ask how much of the excess I withdraw timely. I answer $7,250. So they come back and ask for another $180 withdrawal. The calculation is circular.
If I answer the question with $7,600 (excess + other income) it will work but I do not think that is correct to do it that way.
